Did you know? Our team can create automations for you! At no extra cost.
Activate
Follow Up Boss + Referral Rock Integration
Integrately lets you integrate Follow Up Boss and Referral Rock instantly - without any learning curve.
Need help? We have live chat support .
Integrate Follow Up Boss + Referral Rock For Free
No credit card required
❤Trusted by
10,000+ Customers
Highest Rated Integration Platform on G2
Popular Follow Up Boss + Referral Rock Workflows
Create Follow Up Boss deal from new Referral Rock contact
If you're using Referral Rock to manage your sales pipeline, you'll want to take advantage of our integration with Follow Up Boss. This allows you to create deal in Follow Up Boss whenever a new contact is created in Referral Rock.
This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
See more
This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
Create Follow Up Boss contact for new Referral Rock contact
Referral Rock + Follow Up Boss Integration
Create Follow Up Boss task for new Referral Rock contact
In Referral Rock, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create Referral Rock contact for new Follow Up Boss contact
Follow Up Boss + Referral Rock Integration
When Contact is created in Follow Up Boss > Check condition > Add member in Referral Rock
When Contact is created in Follow Up Boss check any condition and Add member in Referral Rock
When Contact is created in Follow Up Boss > Check condition > Add potential invite in Referral Rock
When Contact is created in Follow Up Boss check any condition and Add potential invite in Referral Rock
When Member is created in Referral Rock > Check condition > Create contact without triggering action plans in Follow Up Boss
When Member is created in Referral Rock check any condition and Create contact without triggering action plans in Follow Up Boss
Didn’t find what you were looking for?
Create Your Own Follow Up Boss & Referral Rock Integration In Clicks
What Do You Want To Automate?
When
-
Contact is created in Follow Up Boss Instant -
Deal is created in Follow Up Boss Instant
-
Tag is added to contact in Follow Up Boss Instant
-
Person stage is updated in Follow Up Boss Instant
-
Appointment is created in Follow Up Boss Instant
-
Deal is updated in Follow Up Boss Instant
-
Member is created in Referral Rock Instant -
Member is updated in Referral Rock Instant
-
Referral is created in Referral Rock Instant
-
Referral is updated in Referral Rock Instant
-
Reward is created in Referral Rock Instant
-
Reward is updated in Referral Rock Instant
Automatically
-
Apply an action plan to a contact in Follow Up Boss
-
Create note in Follow Up Boss
-
Pause an action plan for a contact in Follow Up Boss
-
Create contact without triggering action plans in Follow Up Boss
-
Update contact without triggering action plans in Follow Up Boss
-
Create collaborators in Follow Up Boss
-
Reassign agent in Follow Up Boss
-
Add tags to a contact in Follow Up Boss
-
Change stage of a contact in Follow Up Boss
-
Create inquiry or website event in Follow Up Boss
-
Create deal in Follow Up Boss
-
Log call in Follow Up Boss
-
Create task in Follow Up Boss
-
Search contact in Follow Up Boss
-
Add member in Referral Rock
-
Add potential invite in Referral Rock
-
Add referral in Referral Rock
-
Update referral in Referral Rock
-
Unsubscribe email in Referral Rock
-
Find member in Referral Rock
-
Find referral in Referral Rock
-
Find program in Referral Rock
You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.
What is Integrately?
Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.
Ready Automations
For 900+ Apps
All you need to do is select automation and
activate it. That’s it.
Connect Follow Up Boss to Referral Rock Now
In Just 1 Click!
You Can Also Integrate Follow Up Boss & Referral Rock With 900+ Other Apps
Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss Integrations
Referral Rock is a referral program management tool that lets you create attractive referral programs with just a few clicks, manage them easily and see results fast, so that you can measure your return on investment (ROI)!
See Referral Rock IntegrationsWhy Follow Up Boss & Referral Rock Users ❤ Integrately
Ready Automations
Integrate Follow Up Boss & Referral Rock In 1 Click And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & Referral Rock with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Anybody Can Integrate
18x - 33x Less Expensive Than Zapier
Zapier : 750 tasks in $19.99,
Integrately : 14,000 tasks in $19.99
Live Chat Support
Need help in setting up the automation? Our friendly support is there to understand your need and help you automate!
SmartConnect
Integrately can automatically connect your apps. So you don't have to do anything.
2021 ProductHunt Golden Kitty Awards
We are proud to be amongst
Top 4
Products Of The Year
Top 4
Productivity Tools Of The Year
Most upvoted product of the month
❤Trusted by 10,000+ Customers
Highest Rated Integration Platform on G2
Integrate Follow Up Boss + Referral Rock Now
In Just 1 Click!
